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Latest TLW Wealth Management, LLC Stock Portfolio

TLW Wealth Management, LLC Performance:
2026 Q1: -1.83%YTD: -1.83%2025: 14.84%
Performance for 2026 Q1 is -1.83%, and YTD is -1.83%, and 2025 is 14.84%.

About TLW Wealth Management, LLC and 13F Hedge Fund Stock Holdings

TLW Wealth Management, LLC is a hedge fund based in Indian Rocks Beach, FL. On 2026-05-01, the fund reported it's updated stock portfolio. In the 13F Holdings report, TLW Wealth Management, LLC reported an equity portfolio of $170.7 Millions as of 31 Mar, 2026.

The top stock holdings of TLW Wealth Management, LLC are GOOG, , WMT. The fund has invested 14.4% of it's portfolio in ALPHABET INC and 11% of portfolio in BERKSHIRE HATHAWAY INC DEL.

The fund managers got completely rid off INTUIT (INTU), SELECT SECTOR SPDR TR (XLB) and INVESCO QQQ TR (QQQ) stocks. They significantly reduced their stock positions in TESLA INC (TSLA), ALPHABET INC (GOOG) and BERKSHIRE HATHAWAY INC DEL. The fund showed a lot of confidence in some stocks as they added substantially to FASTENAL CO (FAST), META PLATFORMS INC (META) and HOME DEPOT INC (HD).

TLW Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that TLW Wealth Management, LLC made a return of -1.83% in the last quarter. In trailing 12 months, it's portfolio return was 15.73%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by TLW Wealth Management, LLC

Additions

Ticker% Inc.
fastenal co412
meta platforms inc44.65
home depot inc4.58
crocs inc3.92
microsoft corp3.54
amazon com inc3.28
waste mgmt inc del2.03
tjx cos inc new1.32
Additions to existing portfolio by TLW Wealth Management, LLC

Reductions

Ticker% Reduced
tesla inc-99.00
alphabet inc-0.57
berkshire hathaway inc del-0.08
TLW Wealth Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
intuit-499,465
select sector spdr tr-43,345
invesco qqq tr-12,286
TLW Wealth Management, LLC got rid off the above stocks

Sector Distribution

TLW Wealth Management, LLC has about 20.4% of it's holdings in Consumer Cyclical sector.

Sector%
Consumer Cyclical20.4
Industrials18.7
Consumer Defensive17.8
Communication Services17.2
Technology15
Others11

Market Cap. Distribution

TLW Wealth Management, LLC has about 85.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP60.4
LARGE-CAP25.5
UNALLOCATED11
MID-CAP3.1

Stocks belong to which Index?

About 86% of the stocks held by TLW Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50086
Others14
Top 5 Winners (%)%
DE
deere & co
20.9 %
COST
costco wholesale corporation
15.4 %
WMT
walmart inc
11.5 %
FAST
fastenal co
8.8 %
MAR
marriott intl inc new
5.4 %
Top 5 Winners ($)$
DE
deere & co
2.9 M
WMT
walmart inc
1.9 M
COST
costco wholesale corporation
1.6 M
WM
waste mgmt inc del
0.5 M
TJX
tjx cos inc new
0.4 M
Top 5 Losers (%)%
MSFT
microsoft corp
-23.1 %
META
meta platforms inc
-11.5 %
AMZN
amazon com inc
-9.6 %
TSLA
tesla inc
-8.8 %
GOOG
alphabet inc
-8.6 %
Top 5 Losers ($)$
MSFT
microsoft corp
-4.0 M
GOOG
alphabet inc
-2.3 M
AMZN
amazon com inc
-1.3 M
berkshire hathaway inc del
-0.9 M
AAPL
apple inc
-0.9 M

TLW Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of TLW Wealth Management, LLC

TLW Wealth Management, LLC has 16 stocks in it's portfolio. About 88.9% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. DE was the most profitable stock for TLW Wealth Management, LLC last quarter.

Last Reported on: 01 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions